Built for tomorrow: A year in review and a peek at what’s next

Written by WorkflowMax | Jul 4, 2025 1:03:57 AM

It’s been one of the biggest years yet for WorkflowMax - full of progress, learning, and continued focus on what matters most: you, our customers.

Every new feature, every improvement, and every decision has been shaped by listening to you and understanding the way you work. It’s your voice, your feedback, and your everyday needs that have steered WorkflowMax into its most productive, user-focused chapter yet.

Below, you’ll see a snapshot of what’s been delivered over the past twelve months and a look ahead at what’s on the horizon, all designed to help you achieve even more.

Differences you can see today

In the last year, WorkflowMax users have unlocked:

A modern, intuitive user interface

Jump in and get work done faster, with less clutter and fewer clicks. Everything is streamlined for busy working days.
Streamlined job management

Simpler navigation and better visibility make it easy to track jobs from start to finish.
Flexible invoicing

Now you can choose which phase(s) on your job you’d like to invoice before it’s created, saving you time. Forgot to add a cost to the job? Additional costs on the invoice can now be added back to the job for improved transparency.
Enhanced quoting

Build out quotes with custom fields and optional tasks, giving clients more clarity and your business more flexibility. As your job evolves, there are now more options to manage how you requote your job, offering you maximum flexibility.
Smarter Purchase Orders

Easily undo bills and stock receipts. Manage everything in one place to save time and avoid errors.
Robust Custom Reporting Filters

Need to filter the data on the same report in different ways? The new filter views feature allows you to save and easily pivot between different filters on the one report. Custom report filters can now also be grouped together - allowing you to search for 2 groups of objects at the same time.
Powerful global search

Searching for an item from the main menu? Global search is now quicker and smarter than ever - now able to search through completed jobs and paid invoices - making it easier to find what you need.
Bulk actions made easy

Take care of multiple tasks at once in a modern, intuitive interface - cutting down clicks and freeing up your time.
Customisable dashboards

Personalise your data and insights - see what’s important to you, your way.
Drag-and-drop scheduling and Gantt charts

Easily visualise projects and resources to keep jobs on track and everyone in the loop.
Essential integrations

Connect seamlessly with Xero, HubSpot, and Airwallex, making your entire workflow smoother and more reliable. AU & NZ customers can now also export their timesheets to Xero Payroll from WorkflowMax.
A brand new mobile app

Manage jobs, update details and access custom fields anywhere, any time - keeping your team in sync, even on the move with our mobile app.

All of this is here because you asked for a platform that helps your business work smarter, not harder.

What’s coming soon: Built for where you’re going next

The next six months are packed with meaningful upgrades that respond directly to your feedback and changing needs:

Capacity planning

Get a transparent view of your team’s availability and workload to plan ahead confidently.
Purchase order revisions

Easily make changes to POs without starting from scratch, keeping records clear and accurate.
Invoicing enhancements (invoice by %)

You can now create invoices based on a percentage of the job or quote, making progress payments simpler to manage.
Expanded mobile app functionality

Create jobs, manage leads and purchase orders - straight from the palm of your hand.
Even deeper integrations

QuickBooks and Zapier are on the way, giving you effortless automation and connectivity with the tools you rely on.
Online quote acceptance and lead with variations

Make it easier for clients to approve and request changes, speeding up approvals and keeping projects moving.
Quoting enhancements (variations)

We’re making it easier to add and track variations or changes to quotes, so you stay on top of extra work or costs.
Credit notes

You’ll soon be able to issue and manage credit notes in WorkflowMax, making it simple to handle refunds or invoice adjustments.
Build your own dashboard widgets

Pick and filter the data you want to track into visualisations - so your dashboard shows exactly what’s important to you, at a glance.
Job Calendar improvements

Updates that make it easier to see, schedule, and manage jobs and staff availability in one place.
Multi-currency

You’ll be able to handle jobs, quotes, and invoices in different currencies, making international projects easy.
More intuitive UX

Expect UX improvements aimed at making every task easier to find and faster to action.
Enhanced job management

Enjoy improved filtering, search options, and even more power to stay on top of your workflow.
Single sign-on

Give your team secure, easy access with just one click - no forgotten passwords, no hassle.

You’ll be the first to know as these features are released, so you can keep making the most of WorkflowMax, every step of the way.

Your innovation, our evolution: Shaping WorkflowMax together

Every step forward is a direct result of your ideas, your feedback and your ambition to do great work. WorkflowMax is here for your business, now and for what comes next. If there’s a feature you’re hoping to see or something that would make your day run more smoothly, let us know. This journey is a shared one, and your insights shape the future of WorkflowMax.

Thank you for being a vital part of this transformation. We’re excited for all that’s ahead and can’t wait to help you achieve even more!

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